Individual Tax Return

Maitland & Associates offers a full range of professional income tax preparation services and solutions. From busy singles to families on the go, we provide tax preparation services for federal, state, and local taxes. 

Our licensed tax professionals each year remain current and educated with the rapidly changing laws through continuing education to ensure that you benefit from every allowable credit and tax deduction. We are committed to preparing an accurate tax return and maximum refund possible.

Tax Preparation Checklist

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

 Name   Date of Birth

 Social Security Card /ITIN/ATIN   Last Year's Tax Return

 Valid Driver's License   Fill out Referral Sheet for Cash Back!

INCOME AND TAX INFORMATION:

 W-2's   Interest (1099-INT or substitute)

 Dividend Slips (1099-DIV or substitute)   Stock Sales (1099-B or substitute)

 Self-Employment Income and Expenses   Sale of a Personal Residence

 Rental Income and Expenses    Sale of any Business Assets

 Gambling or Lottery Winnings (W-2G for some winnings)   State Income Tax Refund (1099-G)

 Pension Income (1099-R)   Estimated Taxes Paid

 Social Security or Railroad Retirement (SSA-1099 or RRB-1099)   IRA or 401(k) Distribution (1099-R)

 Unemployment Compensation (1099-G)   Miscellaneous Income (1099-MISC)

DEDUCTIONS/ADJUSTMENTS:

 Medical Expenses   Real Estate or Personal Property Taxes

 Mortgage Interest   Charitable Contributions

 Employee Business Expenses   Gambling Losses

 Moving Expenses   Traditional IRA Contributions

 Higher Education Expenses   Educator Expenses   Student Loan Interest

TAX CREDITS:

 Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)

 Adoption Expenses

 Retirement Savings Contributions